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CASE MANAGEMENT NATIONAL CERTIFICATION AUSTRALIA AND NEW ZEALAND LEARN MORE C E R T I F I E D C A S E M A N A G E R A U S T R A L I A & N E W Z E A L A N D

ethical | enabling | challenging | sustainable

CONTENTS Purpose Statement for National Certification ....................................................................................... 1 Compliance with the National Standards and National Code of Ethics for Case Management ........ 1 Benefits of National Certification . ......................................................................................................... 1 Certified Case Manager™ Exclusive Awards ......................................................................................... 1 Certified Practising Case Manager™ . ............................................................................................. 1 Certified Case Manager (Non Practising)™ ..................................................................................... 1 Vocational Pathways to Certification (i.e. Application Pathways) Explained ..................................... 2 Pathway One (1) Certified Practising Case Manager™ .................................................................... 2 Pathway Two (2) Certified Practising Case Manager™ .................................................................... 2 Pathway Three (3) Certified Practising Case Manager™ .................................................................. 3 Pathway Four (4) Certified Case Manager (Non Practising)™ .......................................................... 3 Documentation to Support an Online Application for National Certification .................................... 3 Pathway One (1) Certified Practising Case Manager™ .................................................................... 3 Pathway Two (2) Certified Practising Case Manager™ .................................................................... 5 Pathway Three (3) Certified Practising Case Manager™ .................................................................. 6 Pathway Four (4) Certified Case Manager (Non Practising)™ .......................................................... 7 Certified Case Manager (CCM) forms . ................................................................................................... 8 About Professional Training and Development (PTD) ........................................................................... 8 Introduction.................................................................................................................................... 8 Requirements for Certified Case Managers™.................................................................................. 9 Examples of Professional Training and Development (PTD) Activities................................................. 9 Completing the Professional Training and Development (PTD) Forms: PTD Form A & PTD Form B........ 9 Certification Fees ................................................................................................................................... 10 Payment of Fees............................................................................................................................ 10 Schedule of Fees. .......................................................................................................................... 10 The Certification Application Guidelines & Forms ............................................................................... 10 The Four (4) Stages of the Application Process .................................................................................... 10 Stage One (1) .............................................................................................................................. 10 Stage Two (2) .............................................................................................................................. 11 Stage Three (3) ............................................................................................................................ 11 Stage Four (4) .............................................................................................................................. 12 Applying to be Certified - Submitting an Application to the CMSA ................................................. 12 The Certification Online Examination (multiple choice / open book) ............................................... 13 Key Points..................................................................................................................................... 13 The Seven (7) CCM Online Examination Modules . ....................................................................... 13 Certified Case Manager Trade Mark Logos (CCMTML) ....................................................................... 14 Introduction.................................................................................................................................. 14 Registration of Use ....................................................................................................................... 15 The CCMTML Logo Options for Certified Case Managers™ in Australia and New Zealand............. 16 Certified Case Manager™ Re-Endorsement ........................................................................................ 17 Introduction.................................................................................................................................. 17 Pre-requisites for CCM™ Re-endorsement..................................................................................... 17 Applying for CCM™ Re-endorsement........................................................................................... 17 The CCM™ Re-endorsement Process............................................................................................. 17 The CCM™ Re-endorsement Forms. ............................................................................................. 18 The CCM™ Re-endorsement Checklist.......................................................................................... 18 The CCM™ Re-endorsement Fees................................................................................................. 19 Attachments . ......................................................................................................................................... 20 Employment Verification Form – Example Only ............................................................................. 20 Professional Training and Development (PTD) Form A – Example Only ........................................... 22 Professional Training and Development (PTD) Form B – Example Only ........................................... 24 Referee Form 1 – Example Only .................................................................................................... 26 Referee Form 2 – Example Only .................................................................................................... 28 Vocational Pathways to Certification 1 – 4 .................................................................................... 30 Application Checklist for Pathways 1 – 4 ...................................................................................... 31 Re-endorsed Certified Case Manager™ – Employment Verification Form....................................... 33 Re-endorsed Certified Case Manager™ – Professional Training and Development (PTD) Form........ 35

PURPOSE STATEMENT FOR NATIONAL CERTIFICATION The Case Management Society of Australia and New Zealand and Affiliates (CMSA) is committed to advancing the profession, profile and practice of contemporary case management and recognises that the National Certification of case management practitioners and professionals is the next step in professional recognition and development for the many individuals who are employed within the specialist area of case management in roles (practical, managerial or theoretical) within academia, health, insurance, education, research, welfare, social and human service settings and private practice within Australia and New Zealand. Certification encourages accountability and ensures consumer protection is a case manager and/or agencies highest concern. It underscores a case managers ability to work effectively in today’s multidisciplinary team environment and is important for reassuring consumers, employers and funding bodies that the practitioner has met a nationally recognised standard of practice and has the necessary skills, qualifications, knowledge and experience to perform this specialist role. It is the reverential belief of the CMSA that through the attainment of a nationally recognised minimum practice standard by all practitioners and agencies, and a mandated compliance with the National Standards and National Code of Ethics for Case Management, this will provide a preface for fundamental changes within the profession, thus increasing the quality of the case management services and outcomes for the consumer and/or their representative, throughout Austarlia and New Zealand. COMPLIANCE WITH THE NATIONAL STANDARDS AND NATIONAL CODE OF ETHICS FOR CASE MANAGEMENT All Certified Case Managers™ agree to commit to read, understand, utilise and apply the CMSA National Standard of Practice for Case Management (3rd Revised Edition, 2013) and National Code of Ethics for Case Management (2nd Edition, 2013) within all of their day-to-day professional interactions with their colleagues, the community, consumers and/or representatives, key stakeholders and their employer.. BENEFITS OF NATIONAL CERTIFICATION With National Certification comes an enhanced degree of professional credibility and recognition as this exclusive award:

• validates specialised knowledge through examination; • verifies requisite levels of education and experience; • affirms recency of case management practice (practical, managerial or theoretical);

• demonstrates a commitment to continuing education and examination to stay at the forefront of your specialist profession; • requires recognition and compliance to the values, principles, ethical practice and professional conduct of the National Code of Ethics of Case Management; • affords you with foundational platform to comply with the minimum practice standard (benchmark) of case management in accordance with the National Standards of Practice for Case Management; and • provides endorsement as to the veracity, integrity and fidelity of the profession of case management.

As a Certified Case Manager™ you will be joining a community of professionals with demonstrated expertise in case management.

CERTIFIED CASE MANAGER™ EXCLUSIVE AWARDS CERTIFIED PRACTISING CASE MANAGER™ [CPCMCMSA]

• Professional recognition and status • CPCMCMSA Testamur (parchment) • CPCMCMSA Lapel Pin • Post nominals CPCMCMSA - for 3 year term • Eligible to register for 24/7 access and use of the suite of Certified Case Manager Trade Mark Logos (CCMTML) • Exclusive access to the online Certified Case Manager (CCM)™ Centre • CPCM registration number, expiration date, contact details added to our online register of Certified Case Managers™ • Full CMSA membership benefits

CERTIFIED CASE MANAGER (NON PRACTISING)™ [CCMNPCMSA]

• Professional recognition and status • CCMNPCMSA Testamur (parchment)

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The Case Management Society of Australia and New Zealand and Affiliates (CMSA) Certification sets the benchmark of excellence in case management. Certified Practising Case Managers™ (CPCM) and Certified Case Managers (Non Practising)™ (CCMNP) adhere to the CMSA National Standards and National Code of Ethics for Case Management and are recognised for their advanced education, experience, knowledge and skills by their colleagues, consumers and employers.

• Post nominals CCMNPCMSA - for 3 year term • Eligible to register for 24/7 access and use of the suite of Certified Case Manager Trade Mark Logos (CCMTML) • Exclusive access to the online Certified Case Manager (CCM)™ Centre • CCMNP registration number, expiration date, contact details added to our online register of Certified Case Managers™ • Full CMSA membership benefits VOCATIONAL PATHWAYS TO CERTIFICATION EXPLAINED To receive recognition as a Certified Case Manager™ applicants must demonstrate they have the necessary pre-requisite knowledge, skills, experience and/or qualifications required to attain this specialist registration. The Vocational Pathways to Certification (i.e. application pathways) serve as a checklist of the minimum pre-requisite criteria an individual must first meet in order to be eligible to apply for registration as a Certified Case Manager™ In order to apply for National Certification an individual must first meet all of the eligibility requirements within one (1) of the four (4) Vocational Pathways to Certification (Practising or Non Practising) as listed below: To be eligible to apply via this pathway an individual case management practitioner must have each of the following: • the CHC82015 Graduate Certificate in Client Assessment and Case Management OR KPMG Case Management Fundamentals OR PhD in case management OR Masters degree in case management (excludes Graduate Diploma); • copy of Curriculum Vitae (CV); • two (2) years FTE (3648 hrs) vocational case management practice experience; and • two (2) professional referees. • Full Time Equivalent (FTE) calculations are based on 38 hrs per week over 48 weeks. • Vocational case management experience must be recent. An applicant must demonstrate they have practised for at least 12 months (1824 hrs) in the last 3 years. • Referees must have been in professional working relationship with the applicant for at least 6 months in the last 3 years and familiar with the applicant’s professional practice (i.e. practical, managerial or theoretical) and their certification application. EXPLANATORY NOTES CERTIFIED PRACTISING CASE MANAGER™ PATHWAY ONE (1) ~ CERTIFIED PRACTISING CASE MANAGER™ PRE-REQUISITES FOR PATHWAY ONE (1)

PATHWAY TWO (2) ~ CERTIFIED PRACTISING CASE MANAGER™ PRE-REQUISITES FOR PATHWAY TWO (2)

To be eligible to apply via this pathway an individual case management practitioner must have each of the following: • an undergraduate Bachelor degree (from any discipline); • copy of Curriculum Vitae (CV); • three (3) years FTE (5472 hrs) vocational case management practice experience; • Certificate of Attainment for CMCT01 Case Management (National Certification) Competency Training; and • two (2) professional referees.

EXPLANATORY NOTES

• Full Time Equivalent (FTE) calculations are based on 38 hrs per week over 48 weeks. • Vocational case management experience must be recent. An applicant must demonstrate they have practised for at least 12 months (1824 hrs) in the last 3 years. • Referees must have been in professional working relationship with the applicant for at least 6 months in the last 3 years and familiar with the applicant’s professional practice (i.e. practical, managerial or theoretical) and their certification application.

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PATHWAY THREE (3) ~ CERTIFIED PRACTISING CASE MANAGER™ PRE-REQUISITES FOR PATHWAY THREE (3)

To be eligible to apply via this pathway an individual case management practitioner must have each of the following: • a Diploma (including Graduate Diploma) OR Certificate (including Graduate Certificate) OR no formal qualification; • copy of Curriculum Vitae (CV); • five (5) years FTE (9120 hrs) vocational case management practice experience; • seventy two (72) hrs of Professional Training and Development (PTD) in the last 3 years; • Certificate of Attainment for CMCT01 Case Management (National Certification) Competency Training; and • two (2) professional referees.

EXPLANATORY NOTES

CERTIFIED CASE MANAGER (NON PRACTISING)™

PATHWAY FOUR (4) ~ CERTIFIED CASE MANAGER (NON PRACTISING)™ PRE-REQUISITES FOR PATHWAY FOUR (4)

To be eligible to apply via this pathway an individual case management professional must have each of the following: • two (2) years FTE (3648 hrs) vocational case management experience, including managerial application (i.e. supervision of case management practitioners and/or programs and/or portfolio/s) AND/OR theoretical application (i.e. case management education or research); • copy of Curriculum Vitae (CV); • seventy two (72) hrs of Professional Training and Development (PTD) in the last 3 years; • Certificate of Attainment for CMCT01 Case Management (National Certification) Competency Training; and • two (2) professional referees. DOCUMENTATION TO SUPPORT AN ONLINE APPLICATION FOR NATIONAL CERTIFICATION

PATHWAY ONE (1) ~ CERTIFIED PRACTISING CASE MANAGER™ PRE-REQUISITES FOR PATHWAY ONE (1) DOCUMENT NAME

FILE TYPE

CERTIFIED COPY REQUIRED?

CHC82015 Graduate Certificate in Client Assessment and Case Management OR KPMG Case Management Fundamentals

Academic/Professional Qualification / Certificate (photocopy)

PDF (scanned copy)

Yes*

OR PhD in case management

Copy of Curriculum Vitae (CV Microsoft Word or PDF

OR Masters degree in case management (excludes Grad Diploma)

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two (2) years FTE (3648 hrs) vocational case management practice experience²

Employment Verification Form or Statutory Declaration ¹ ²

PDF (scanned copy)

Yes*

Two (2) professional referees³ Referee Form 1³ Referee Form 2³

PDF (scanned copy)

Yes*

EXPLANATORY NOTES

These documents are submitted as evidence (proof) of your stated level of skills, knowledge, experience and/or qualifications and to substantiate your eligibility to apply for endorsement as a Certified Practising Case Manager™ via Pathway One (1).These documents are essential for the CMSA to authenticate your application and are uploaded to the online CPCM application form. As you complete the online form you will be prompted to do so. ¹ A Statutory Declaration Form may be used for Pathway One (1) in lieu of the Employment Verification Form should an applicant be self-employed and/or need to reference multiple employers/appointments for the required two (2) years FTE (3648 hrs) of vocational case management experience. 1. the total hours of your vocational case management experience - this must be equal to or greater than the hours as stated within this Pathway (i.e. >3648 hrs) 2. your vocational case management experience in chronological order commencing with your most recent position including: the dates you commenced and ceased employment in each position (in month and year format MM /YY), your position title, your employers name (company name) and location (suburb, city/town, state). ² Vocational case management experience must be recent. An applicant must demonstrate they have practised for at least 12 months (1824 hrs) in the last 3 years. ³ Referees must have been in professional working relationship with the applicant for at least 6 months in the last 3 years and familiar with the applicant’s professional practice and their certification application. Please note: if you choose to provide the Statutory Declaration Form it must include:

IMPORTANT ~ PLEASE READ:

(i) All information must be typed into each CCM form (not handwritten).

(II) Each CCM form must be printed off and signed by the individual completing the form.

(ii) Each CCM form must be certified by a Justice of the Peace (JP).

(iv) Each CCM form must be scanned into a PDF file.

Obtaining a “certified copy” requires you to (i) make a photocopy of the original form or document - this is the copy that is to be certified as “a copy of the original document” by a JP (ii) Provide the JP with the original form or document and a photocopy of the original form or document (iii) ask the JP to certify the photocopy “as a copy of the original document”.

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PATHWAY TWO (2) ~ CERTIFIED PRACTISING CASE MANAGER™ PRE-REQUISITES FOR PATHWAY TWO (2) DOCUMENT NAME

FILE TYPE

CERTIFIED COPY REQUIRED?

an undergraduate Bachelor degree (from any discipline)

Academic/Professional Qualification (photocopy)

PDF (scanned copy)

Yes*

copy of Curriculum Vitae (CV)

Microsoft Word or PDF

Three (3) years FTE (5472 hrs) vocational case management practice experience² Prior completion of the CMCT01 Case Management

Employment Verification Form or Statutory Declaration ¹ ²

PDF (scanned copy)

Yes*

CMCT01 Certificate of Attainment

PDF

(National Certification) Competency Training

Two (2) professional referees³ Referee Form 1³ Referee Form 2³

PDF (scanned copy)

Yes*

EXPLANATORY NOTES These documents are submitted as evidence (proof) of your stated level of skills, knowledge, experience and/or qualifications and to substantiate your eligibility to apply for endorsement as a Certified Practising Case Manager™ via Pathway Two (2).These documents are essential for the CMSA to authenticate your application and are uploaded to the online CPCM application form. As you complete the online form you will be prompted to do so. ¹ A Statutory Declaration Form may be used for Pathway Two (2) in lieu of the Employment Verification Form should an applicant be self-employed and/or need to reference multiple employers/appointments for the required three (3) years FTE (5472 hrs) of vocational case management experience. Please note: if you choose to provide a Statutory Declaration Form it must include: 1. the total hours of your vocational case management experience - this must be equal to or greater than the hours as stated within this Pathway (i.e. >5472 hrs) 2. your vocational case management experience in chronological order commencing with your most recent position including: the dates you commenced and ceased employment in each position (in month and year format MM /YY), your position title, your employers name (company name) and location (suburb, city/town, state). ² Vocational case management experience must be recent. An applicant must demonstrate they have practised for at least 12 months (1824 hrs) in the last 3 years. ³ Referees must have been in professional working relationship with the applicant for at least 6 months in the last 3 years and familiar with the applicant’s professional practice and their certification application.

IMPORTANT ~ PLEASE READ:

(i) All information must be typed into each CCM form (not handwritten). (II) Each CCM form must be printed off and signed by the individual completing the form. (ii) Each CCM form must be certified by a Justice of the Peace (JP). (iv) Each CCM form must be scanned into a PDF file.

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PATHWAY THREE (3) ~ CERTIFIED PRACTISING CASE MANAGER™ PRE-REQUISITES FOR PATHWAY THREE (3) DOCUMENT NAME FILE TYPE

CERTIFIED COPY REQUIRED?

A Diploma (including Graduate Diploma) OR Certificate (including Graduate Certificate) OR no formal qualification Five (5) years FTE (9120 hrs) vocational case management practice experience² Prior completion of the CMCT01 Case Management

Academic/Professional Qualification (photocopy)

PDF (scanned copy)

Yes*

copy of Curriculum Vitae (CV)

Microsoft Word or PDF

Employment Verification Form or Statutory Declaration ¹ ²

PDF (scanned copy)

Yes*

CMCT01 Certificate of Attainment

PDF

(National Certification) Competency Training

Two (2) professional referees³ Referee Form 1³ Referee Form 2³

PDF (scanned copy)

Yes*

Seventy two (72) hrs of Professional Training and Development (PTD) in the last 3 years

Professional Training and Development (PTD) Form A Professional Training and Development (PTD) Form B

PDF (scanned copy)

Yes*

EXPLANATORY NOTES

These documents are submitted as evidence (proof) of your stated level of skills, knowledge, experience and/or qualifications and to substantiate your eligibility to apply for endorsement as a Certified Practising Case Manager™ via Pathway Three (3).These documents are essential for the CMSA to authenticate your application and are uploaded to the online CPCM application form. As you complete the online form you will be prompted to do so. ¹ A Statutory Declaration Form may be used for Pathway Three (3) in lieu of the Employment Verification Form should an applicant be self-employed and/or need to reference multiple employers/appointments for the required five (5) years FTE (9120 hrs) of vocational case management experience. 1. the total hours of your vocational case management experience - this must be equal to or greater than the hours as stated within this Pathway (i.e. >9120 hrs) 2. your vocational case management experience in chronological order commencing with your most recent position including: the dates you commenced and ceased employment in each position (in month and year format MM /YY), your position title, your employers name (company name) and location (suburb, city/town, state). ² Vocational case management experience must be recent. An applicant must demonstrate they have practised for at least 12 months (1824 hrs) in the last 3 years. ³ Referees must have been in professional working relationship with the applicant for at least 6 months in the last 3 years and familiar with the applicant’s professional practice and their certification application. Please note: if you choose to provide a Statutory Declaration Form it must include:

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IMPORTANT ~ PLEASE READ:

(i) All information must be typed into each CCM form (not handwritten).

(II) Each CCM form must be printed off and signed by the individual completing the form.

(ii) Each CCM form must be certified by a Justice of the Peace (JP).

(iv) Each CCM form must be scanned into a PDF file.

PATHWAY FOUR (4) ~ CERTIFIED CASE MANAGER (NON PRACTISING)™ PRE-REQUISITES FOR PATHWAY FOUR (4) DOCUMENT NAME FILE TYPE

CERTIFIED COPY REQUIRED?

Two (2) years FTE (3648 hrs) vocational case management experience, including managerial application (i.e. supervision of case management practitioners theoretical application (i.e. case management education or research); Prior completion of the CMCT01 Case Management and/or programs and/ or portfolio/s) AND/OR

Employment Verification Form or Statutory Declaration ¹ ²

PDF (scanned copy)

Yes*

copy of Curriculum Vitae (CV)

Microsoft Word or PDF

CMCT01 Certificate of Attainment

PDF

(National Certification) Competency Training

Two (2) professional referees³ Referee Form 1³ Referee Form 2³

PDF (scanned copy)

Yes*

Seventy two (72) hrs of Professional Training and Development (PTD) in the last 3 years

Professional Training and Development (PTD) Form A Professional Training and Development (PTD) Form B

PDF (scanned copy)

Yes*

EXPLANATORY NOTES

Please note: if you choose to provide a Statutory Declaration Form it must include:

1. the total hours of your vocational case management experience - this must be equal to or greater than the hours as stated within this Pathway (i.e. >3648 hrs)

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2. your vocational case management experience in chronological order commencing with your most recent position including: the dates you commenced and ceased employment in each position (in month and year format MM /YY), your position title, your employers name (company name) and location (suburb, city/town, state). ² Vocational case management experience must be recent. An applicant must demonstrate they have practised for at least 12 months (1824 hrs) in the last 3 years. ³ Referees must have been in professional working relationship with the applicant for at least 6 months in the last 3 years and familiar with the applicant’s professional practice and their certification application.

IMPORTANT ~ PLEASE READ:

(i) All information must be typed into each CCM form (not handwritten).

(II) Each CCM form must be printed off and signed by the individual completing the form.

(ii) Each CCM form must be certified by a Justice of the Peace (JP).

(iv) Each CCM form must be scanned into a PDF file.

CERTIFIED CASE MANAGER (CCM) FORMS The following Certified Case Manager (CCM) forms are submitted to the CMSA as evidence (proof) of an applicant’s stated level of skills, knowledge, experience and/or qualification; pursuant to the nominated application pathway i.e. Certified Practising Case Manager™ (Pathway 1, 2 or 3) or Certified Case Manager (Non Practising)™ (Pathway 4).

• Employment Verification Form or Statutory Declaration Form • Referee Form 1 • Referee Form 2 • Professional Training and Development (PTD) Form A • Professional Training and Development (PTD) Form B

The CCM forms support an individual’s application and are essential for the CMSA to authenticate an application and determine if an applicant meets all of the pre-requisites for National Certification.

Important: The CCM forms will vary depending on an individuals nominated application pathway i.e. Application Pathway 1, 2, 3 or 4 and may be downloaded from the CMSA website ABOUT PROFESSIONAL TRAINING AND DEVELOPMENT (PTD) INTRODUCTION Consumers of case management services have the right to expect that Certified Case Managers™will provide services in a professional, competent, ethical and effective manner in accordance with the nationally recognised best practice standards, as described within the National Standards of Practice for Case Management (3rd Revised Edition, 2013) and National Code of Ethics for Case Management (2nd Edition, 2013). Continuing professional development is an interactive process to maintain and extend a case management practitioner or professional’s knowledge, expertise and competence throughout their career and is fundamental in the provision of safe and effective services. The CMSA defines Professional Training and Development as the movement along the continuum of competence required by case management practitioners and professionals, to provide services based upon evidence of effectiveness and best practice. This can be achieved through formal or informal instruction and learning. Active engagement in Professional Training and Development (PTD) activities is a means by which members of the CMSA, and the case management profession, maintain, improve and broaden their knowledge, expertise and competence as a means to develop the personal and professional qualities required for the specialist practice of case management.

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REQUIREMENTS FOR CERTIFIED CASE MANAGERS™

KEY POINTS All Certified Case Managers™ must undertake the pre-requisite hours of Professional Training and Development (PTD) over a three (3) year term as a requirement of registration. This standard is set out in the Pathways to Certification for Certified Case Managers™ and the Re-endorsement process for existing Certified Case Managers™ The PTD activity claimed must be directed towards maintaining and improving a practitioner or professional’s competence in case management practice. Continuing PTD activities should have clear goals and outcomes. A PTD record should be kept to document details of activities completed. In addition to a written PTD record, practitioners and professionals must keep evidence of completed PTD activities in a PTD portfolio. This evidence should be retained for a three (3) year period and must be available for audit upon request by the CMSA. All case management practitioners or professionals applying for National Certification (via Pathway 3 or Pathway 4) will be required to submit details of seventy two (72) hours of PTD activities in the past three (3) years upon application to the CMSA. This information is entered into the PTD Form A and PTD Form B. All case management practitioners or professionals applying for Re-endorsement as a Certified case Manager™ (Year 4) will be required to submit details of twenty four (24) hours of PTD activities in the past three (3) years - backdated from the date of their previous endorsement (i.e. registration date) as a Certified Case Manager™ This information is entered into the Re-endorsed Certified Case Manager™ Professional Training and Development (PTD) Form Periodic audits will be undertaken by the CMSA to ensure that Certified Case Managers™ are compliant with the registration requirements for National Certification. If audited a Certified Case Manager™ must produce their PTD portfolio of evidence within twenty eight (28) days, from the date of notice issued by the CMSA to substantiate all claims of PTD activities as recorded within PTD Form A and PTD Form B or the Re-endorsed CCM Form. EXAMPLES OF PROFESSIONAL TRAINING AND DEVELOPMENT (PTD) ACTIVITIES All activities must be relevant to the practitioner or professional’s vocational role (i.e. practical, managerial or theoretical) pursuant to case management. • Self-Assessment of professional practice through the participation in [as Supervisor] or completion of [as case management practitioner/professional] the National Self Assessment (NSA) for case management; full or part thereof. Please note: the e-publication [read only] is available in the CMSA E-library [available to Members only]. • Conferences, congresses, conventions, courses, forums, lectures, seminars, workshops and other professional educational activities presented by the CMSA and/or under the auspices of academic institutions, commercial establishments or other professional bodies. • Educational activities provided by the applicant’s employer or practice entity, either in-house or externally by individuals or organisations engaged by the employer and relevant to the applicant’s practice area or case management role. • Tertiary courses presented by educational institutions. This may include a Certificate/Graduate Certificate or Diploma (either in full or part thereof) from an approved Registered Training Organisation. • Self-study courses, training and programs facilitated by the CMSA or an approved provider, including E-learning and distance education. • Preparation/publication of papers/articles [scholarly or peer reviewed]. • Oral presentation/s or panel membership for a professional audience. • Self-directed e-learning activities (e.g. TED Talks, YouTube, iTunes U, Google Scholar). • Membership of, or contribution to, a Specialist Interest Group (SIG). • Industry presentations - face-to-face or by technology (e.g. Vodcast, Podcast, webinars, video conferencing, Internet, Go-To Training etcetera). The above list should not be considered exhaustive ~ its purpose is to provide examples of the range of activities that may constitute as PTD. If in doubt as to the validity of an activity an applicant should contact the CMSA for feedback. The following are examples of activities that qualify as PTD activities:

COMPLETING THE PROFESSIONAL TRAINING AND DEVELOPMENT (PTD) FORMS: PTD FORM A & PTD FORM B

Detailed information and instructions for completing PTD Form A and PTD Form B is available from the CMSA website and the Certification Application Guidelines.

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FEES PAYMENT OF FEES

Fees are required to be paid in full at the time of the online application.

• Payment can be made by credit card, cheque or direct deposit. • All payments must be in Australian Dollars. • All fees are inclusive of GST. • An application will be considered pending until the payment has been honoured. • Discounts apply to CMSA Memers (i.e. individual and Corporate 1-7) • Memberships must be current for discounts to apply • Discounts to CMSA Corporate Members 1-7 are capped at the total number of members per level of Corporate Membership • The application fee is inclusive of the assessment fee. • The application fee is non-refundable should an applicant fail to achieve certification.

SCHEDULE OF FEES

Certified Practising Case Manager™ *non member* Application fee: $260.00 Registration fee: $260.00 Total fee: $520.00 Certified Practising Case Manager™ *CMSA member* Application fee: $190.00 Registration fee: $260.00 Total fee: $450.00 Certified Practising Case Manager™ *CMSA Corporate member* Application fee: $130.00 Registration fee: $260.00 Total fee: $390.00 Certified Case Manager (Non Practising)™ *non member* Application fee: $260.00 Registration fee: $260.00 Total fee: $520.00 Certified Case Manager (Non Practising)™ *CMSA member* Application fee: $190.00 Registration fee: $260.00 Total fee: $450.00

Certified Case Manager (Non Practising)™ *CMSA Corporate member* Application fee: $130.00 Registration fee: $260.00 Total fee: $390.00 THE CERTIFICATION APPLICATION GUIDELINES The Certification Application Guidelines provide applicants with information pertaining to the application process and supports the applicant to prepare and submit their online application to the CMSA for recognition as a Certified Case Manager™. These Guidelines should be read in conjunction with the information available at www.cmsa.org.au via the Navigation Menu: Certification. It is an obligatory requirement for each applicant to read in full all of the information within the Guidelines prior to submitting their online application to the CMSA. The rationale behind this stipulation is that the applicant is fully prepared and has all the information to hand for the successful completion of their online application.

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THE FOUR (4) STAGES OF THE APPLICATION PROCESS Each stage of the application process will vary depending on the volume of all Certified Case Manager™ (CCM) applications being processed by the CMSA National Certification Team at the time. Please refer to the standard processing time as stated below in stages 1 - 4.

STAGE ONE (1) Application is submitted online to the CMSA.

Fees paid in full upon application. [Fees include an Application Fee and Year 1 Registration Fees]

A redeemable voucher code must be used by an applicant when the application fee has been pre-paid by their employer for any discounts to be applied to the fees. Other: The CMSA recommends an applicant visits the Contact Us / CMSA Business Hours (www.cmsa.org.au) for any office closures that may delay the processing of an application. If an application is urgent please contact the CMSA to discuss fast tracking the review and processing of an application prior to or following any office closures. Please refer to Stage Two for further details. STAGE TWO (PROCESSING TIME 3 - 6 WEEKS) Application is received by the CMSA and the applicant receives an automated system generated email (including a copy of the tax invoice) upon submitting the online CCM Application (i.e. order). If an applicant does not receive the aforesaid email to their inbox please contact the CMSA to confirm the application has been received. The non-receipt of a system generated email from the CMSA may indicate that a CCM Application/Order was not correctly completed and/or submitted by the applicant and therefore not received by the CMSA. Application is appraised and authenticated by the CMSA. Depending on the number of applications in progress and/or office closures this process may take up to six (6) weeks. In the event an application is urgent please contact the CMSA to discuss fast tracking the review and processing of an application. As a rule CMSA will endeavour to process a CCM Application within three (3) business days. If an application is deemed incomplete or insufficient information has been provided the applicant is contacted by the CMSA by email and advised of the deficits and asked to furnish the CMSA with the required documents and/or information necessary to process an application.

STAGE THREE Applicant is invited by the CMSA (by email) to undertake the online multiple choice examination.

Applicant is successful in completing the online examination [i.e. achieves 100% score for each of the seven (7) examination modules]

Applicant continues to re-sit the online examination until a 100% pass is achieved for each of the seven (7) examination modules.

Applicant completes the following online forms:

1. Certified Case Manager™ (CCM) Register (optional details) online form for publication on the CMSA website.

2. Delivery Request Form for delivery of their testamur and/or lapel pin.

Please note: access to both of the online forms is available from the CCM Online Examination Platform Other:

The email of invitation sent to the applicant by the CMSA includes the login details and instructions to access the CCM Online Examination Platform. Deadlines for the completion of the online examination may apply to individuals whose application is funded (i.e. paid for) by their employer. Individuals with funded applications will need to check with their employer as to any external time restrictions placed on the completion of the online examination; pursuant to the Terms & Conditions of your employer funded application.

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